See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,007 | $118,427-10.5% | $66,042+60.5% | $142,382-25.5% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | -53.47% | 35.57%-89.0pp | 52.11%-105.6pp | 217.08%-270.5pp |
| Employer contribution / active EE | $612 | $2,570-76.2% | $1,579-61.2% | $4,299-85.8% |
| Participant deferral / active EE | $1,224 | $4,311-71.6% | $2,835-56.8% | $6,507-81.2% |
| Admin fee / account holder | $306 | $9,593-96.8% | $5,747-94.7% | $12,624-97.6% |